Founders Financial Alliance, LLC Ishares Tr Ishares Morningstar Transaction History
Founders Financial Alliance, LLC
- $481 Million
- Q3 2025
A detailed history of Founders Financial Alliance, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 250 shares of IYLD stock, worth $5,347. This represents 0.0% of its overall portfolio holdings.
Number of Shares
250
Previous 400
37.5%
Holding current value
$5,347
Previous $8,000
37.5%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding IYLD
# of Institutions
60Shares Held
1.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY307KShares$6.56 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC230KShares$4.91 Million0.0% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR222KShares$4.75 Million1.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC89.6KShares$1.92 Million0.0% of portfolio
-
Perigon Wealth Management, LLC San Francisco, CA69KShares$1.48 Million0.03% of portfolio